Wealth Manager
$85k - $100kThe Well
Sarasota, FL (On-site, with travel to Venice and The Villages) Compensation: $85,000–$100,000 base + performance bonus Our client — a growing, award-winning independent financial services firm based in South Florida — is hiring a Wealth Manager / Service Advisor to join their Sarasota-area team. This firm has been named a Best Financial Advisory Firm by USA Today and Statista, recognized as a Fastest-Growing Company for three years running, and is Great Place to Work Certified. If you love building relationships and helping clients feel confident about their financial future, we want to talk to you. Why this role? Own and grow a dedicated book of client relationships Guide clients across investment (AUM) and annuity solutions Join a collaborative, recognition-winning team on a growth trajectory Make a real impact through proactive, needs-based client service What you bring: Experience as a relationship manager or service advisor in financial services Strong presentation and closing skills — you know how to turn a warm lead into a client Strong working knowledge of managed investment accounts and annuity products Comfort operating within a firm-owned client structure, proven marketing system, and seminar-based lead flow A team-first attitude — someone committed to winning and doing the right thing What's offered: $85,000–$100,000 base salary, depending on experience #J-18808-Ljbffr
Vacancy posted 1 day ago
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